Jobs at Findex

Conduct external audits for a diverse client portfolio, completing audit activities accurately and within deadlines. Build ongoing client relationships, manage competing priorities, and contribute to team leadership. The role offers professional development, study support, and advancement opportunities across Pakenham or Warragul offices.

Conduct external audit activities for a diverse client portfolio, ensuring accurate and timely completion of engagements. Build strong client relationships, manage competing priorities, and contribute to team leadership and development. The role requires knowledge of Australian auditing and accounting standards, CA or CPA qualifications or progress toward them, and strong business acumen. Caseware experience is preferred but not required.

Lead mergers and acquisitions and capital-raising engagements from scoping through settlement. Provide strategic advice, build client relationships, assess valuations, prepare pitch materials and three-way financial models, support negotiations and legal-document review, and coordinate transaction execution. Manage project timelines, delegate work, oversee team delivery, support business development, and develop junior staff.

Supports financial planning clients by onboarding accounts, preparing and implementing advice documents, maintaining accurate records, processing investment transactions, and liaising with financial institutions. Works closely with advisers, partners, and client services teams to ensure timely, accurate completion of client requirements. The role offers hybrid work, training, career development, and a nine-day fortnight.

Provide comprehensive financial planning and investment advice to an established client portfolio in Albury and the surrounding region. Responsibilities include assessing client needs, building relationships, identifying new opportunities, achieving growth and revenue targets, retaining clients, and collaborating with accountants for referrals. Candidates must be registered financial advisers who have completed the Financial Adviser Exam and have SMSF experience.

Lead sustainability reporting and assurance engagements covering AASB S2 disclosures, greenhouse gas information, climate strategies, transition plans, scenario analysis, resilience, Scope 3 emissions, and sustainability metrics. Develop assurance methodologies, technical guidance, training, and quality processes aligned with ASSA 5000. Advise clients and senior stakeholders, manage multidisciplinary teams and concurrent engagements, review workpapers, oversee budgets and deadlines, and support proposals and client relationships.

Prepare tax compliance documents, BAS, financial statements, reconciliations, and tax returns for varied business structures. Ensure client engagements meet technical standards, deadlines, budgets, and statutory obligations. Build positive client relationships while working autonomously and collaboratively. The role requires public practice accounting experience, strong Australian taxation knowledge, and a CA or CPA qualification or progress toward one.

Leads external audit engagements across planning, delivery, quality, budgets, timelines, and regulatory compliance. Manages client relationships, engagement teams, audit documentation, financial statement reviews, technical accounting matters, and audit findings. Coaches and develops team members, manages engagement economics, identifies growth opportunities, and supports fee proposals. Requires Australian external audit experience, CA/CPA or equivalent qualifications, strong knowledge of Australian standards, and client leadership skills.

Manage a portfolio of SME clients and review complex financial statements, tax returns, reports, and reconciliations. Prepare cash-flow forecasts and monthly management reports, provide strategic business and commercial advice, coordinate workflows with Partners and support managers, and ensure timely, accurate service delivery. The role also involves mentoring junior accountants and maintaining strong client and stakeholder relationships.

Prepare and review BAS, financial statements, reconciliations, tax returns, and compliance work for varied business clients. Contribute to commercial advisory projects, build client relationships, collaborate with Managers and Partners, mentor junior staff, and support clients using cloud accounting software. The role also provides support for CA or CPA studies and professional development.

Prepare BAS, financial statements, reconciliations, and tax returns for companies, partnerships, trusts, and individual businesses. Manage client engagements, meet technical standards and deadlines, maintain compliance with statutory authorities, and deliver work within budget. The role requires Australian public-practice accounting experience, knowledge of Australian taxation, and a CA or CPA qualification or progression toward one. This is a permanent, full-time, fully remote position open to candidates across Australia.

Leads a fully remote virtual accounting and tax compliance team across Australian offices. Responsibilities include workflow oversight, quality assurance, team coaching, stakeholder management, technical guidance on accounting and tax matters, and continuous process improvement. The role requires advanced compliance expertise, leadership of onshore and offshore teams, strong communication skills, CA qualification or equivalent, an accounting degree, and current professional registration and CPD compliance.

Provide risk and insurance support to Financial Advisers using IRESS and XPlan to prepare needs analyses, quotes and comparisons; conduct health, financial and occupational pre-assessments; act as adviser contact on personal insurance matters; ensure compliance with Findex guidelines; maintain technical product knowledge and meet compliance requirements.

Prepare BAS, financial statements, reconciliations, and tax returns for companies, partnerships, trusts, and individual businesses. Manage client engagements, meet technical standards and deadlines, work within budgets, and ensure statutory compliance obligations are fulfilled. The role requires Australian public-practice accounting experience, knowledge of taxation requirements, client relationship skills, and the ability to work autonomously and collaboratively in a fully remote environment.

Lead product marketing for prioritized product plays: define audiences and positioning, develop value propositions and campaign content, enable sales with content packs, integrate activity across channels, and measure performance against revenue, pipeline, adoption and cross-sell metrics to inform investment decisions.